See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,395 | $30,400+59.2% | $53,898-10.2% | $84,808-42.9% |
| Participation rate | 20.0% | 46.4%-26.4pp | 55.0%-35.0pp | 68.3%-48.3pp |
| Annual return | 22.55% | 500.19%-477.6pp | 528.60%-506.1pp | 40.90%-18.4pp |
| Employer contribution / active EE | $646 | $603+7.2% | $932-30.7% | $2,631-75.4% |
| Participant deferral / active EE | $2,188 | $1,199+82.5% | $1,826+19.8% | $4,212-48.0% |
| Admin fee / account holder | $3,122 | $1,993+56.6% | $2,491+25.3% | $7,344-57.5% |